Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
Holdings Activity Buys Sells    History
Holding/activity history for  VSE Corp. (VSEC)
← All VSEC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.02 $40.88–57.54 · VW $51.04i SEC
2023   Q1 150,000 0.02 $10.53 $1,579,500 SEC
2022   Q4 150,000 0.02 $10.34 $1,550,250 SEC
2022   Q3 150,000 0.02 $10.11 $1,517,000 SEC
2022   Q2 150,000 0.02 $10.02 $1,503,000 SEC
2022   Q1 150,000 0.02 $9.99 $1,499,000 SEC
2021   Q4 150,000 0.02 Buy 0.02 $44.50–65.42 · VW $56.95i $1,486,000 SEC
Price snapshot:
Current price$205.25
52-week low$124.81
52-week high$240.56